See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,706 | $102,317-41.6% | $146,958-59.4% | $80,856-26.2% |
| Participation rate | 78.5% | 75.8%+2.6pp | 82.2%-3.7pp | 67.6%+10.8pp |
| Annual return | 14.29% | 134.76%-120.5pp | 418.34%-404.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $4,000 | $3,713+7.7% | $4,933-18.9% | $2,755+45.2% |
| Participant deferral / active EE | $4,384 | $6,644-34.0% | $8,070-45.7% | $4,296+2.1% |
| Admin fee / account holder | $3,508 | $7,941-55.8% | $12,998-73.0% | $6,918-49.3% |